Form D · Other Investment Fund
CV QOZ Partners B-7, LP
New York, NY · CIK 0001797657
Offering snapshot reported Dec 27, 2019 · SEC filing
- Reported sold
- $2.26M Indefinite offering
- Investors reported
- 75 Form D · investor count
- Minimum accepted
- $250K Reported outside-investor minimum
- First sale
- Dec 17, 2019 As reported in this filing
What changed?
Latest filing versus its linked predecessor, where available.
No comparable changes in the displayed metrics.
Filing history
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| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| Dec 27, 2019 | Initial | $2,264,260 | No comparison | 75 | SEC filing |
Offering details
- Securities
- Equity, Pooled investment fund
- Exemptions
- 06b, 3C, 3C.1, 3C.5, 3C.7
- Duration over one year
- No
- Business combination
- No
- Sales commissions
- $33.7K (estimated)
- Finders' fees
- $0
- Form D file number
- 021-356516
In Item 11, the general partner may, at its discretion, accept subscriptions of lesser amounts.
Sales compensation recipients
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| Recipient | CRD | Associated broker-dealer |
|---|---|---|
| CITI PRIVATE ADVISORY, LLC | 153777 | |
| CITIGROUP GLOBAL MARKETS INC. | 7059 | |
| CAIS CAPITAL LLC | 154512 |
Source: Form D, filed Dec 27, 2019. Minimum accepted may differ from a standard advertised minimum.
Fund connections
No confirmed ADV fund connection is available for this issuer.
People & organizations
Current and past Form D appearances. These existing records do not establish a person's current role or uniquely identify them across issuers.
| Name | Reported role |
|---|---|
| Ralph J. Belford | Executive |
| Edward L. Carey | Executive |
| Cv Qoz Partners B 7 Gp, Llc Cv Qoz Partners B 7 Gp, Llc | Director |
| Stephen J. Furnary | Executive |
| David Gilbert | Executive |
| Hugh Macdonnell | Executive |
| Craig Tagen | Executive |
| Patrick J. Tully, Jr. | Executive |
Issuer details
Industry: Pooled Investment Fund (See others in industry)
Address:
230 Park Avenue 12 Th Floor
New York, NY, 10169
New York, NY, 10169